Utilizing external organizations for Service Providers
This is a guide on how to use external organization for Service Providers such as Social Workers, OTs, PTs, etc.
Service Providers
All Service Providers must be loaded in your CMS system with their own unique email address and correct Provider ID, regardless of who they work for.
What happens if the Service Provider works for an external organization, and you want to pay the organization directly and not the provider?
At the moment, there are a few of ways of managing this:
The external organization invoices you for the provider's time and you then enter that into CMS to invoice to ACC. You then pay the external organization.
OR
You added one person from the external agency as a user on your CMS account with admin rights and they can bill on behalf of their providers. You then pay the external organization.
OR
- The Service Provider bills for their own time in CMS. You then pay the external organization.
Paying an External Organization and not the Provider
To manage payment to an external organization, we suggested that you add the external organization's name to the surname of the provider, and add the company's GST number and name in the address field.
- e.g. John Doe ACME
Each pay run, you can then run a report (e.g. billable items), filter all providers with ACME in their name and pay ACME the total amount owed.